Brian Vanwinkle (CRD# 2316075) is an Investment Advisor Representative working at Van Winkle Wealth Management Group LLC in Newark, OH and has over 31 years of experience in the finance industry.
CRD# 5323375
Lion Street Advisors, LLC
CRD# 1912843
Wells Fargo Advisors
CRD# 2837586
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Syndicated Capital, Inc. | Santa Monica, CA | Jun 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management75MILLIONS
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Total Number of Accounts592ACCOUNTS
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Average Account Value$126,985
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH
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